Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.29B
AUM Growth
-$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,981
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$18.5M
3
+$11.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.3M
5
AMZN icon
Amazon
AMZN
+$10.3M

Top Sells

1
+$11.4M
2
+$8.69M
3
+$8.28M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.2M
5
VDE icon
Vanguard Energy ETF
VDE
+$5.68M

Sector Composition

1 Technology 9.95%
2 Healthcare 5.71%
3 Financials 4.73%
4 Consumer Discretionary 3.83%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$669K 0.01%
10,116
-307
952
$669K 0.01%
22,602
+69
953
$667K 0.01%
15,108
+1,343
954
$667K 0.01%
14,775
+19
955
$667K 0.01%
28,108
-9,422
956
$666K 0.01%
3,341
-816
957
$661K 0.01%
91,034
+1,919
958
$657K 0.01%
1,032
-16
959
$655K 0.01%
10,230
+1,762
960
$653K 0.01%
+21,672
961
$653K 0.01%
16,936
+933
962
$652K 0.01%
7,452
-36
963
$651K 0.01%
106,752
+332
964
$650K 0.01%
3,787
-107
965
$649K 0.01%
26,085
-912
966
$648K 0.01%
16,680
+1,108
967
$645K 0.01%
5,697
+28
968
$644K 0.01%
20,837
+1,671
969
$643K 0.01%
3,944
+1,035
970
$642K 0.01%
9,422
+355
971
$642K 0.01%
23,005
+3,802
972
$642K 0.01%
2,411
973
$641K 0.01%
28,536
+2,208
974
$640K 0.01%
27,646
+703
975
$640K 0.01%
41,609
-11,085
37 38
39
40 41